ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,231,098 | -3.2% | 113,941 | +0.5% | 3.50% | +0.6% |
| Q2 2023 | $8,502,525 | +8.5% | 113,367 | +3.5% | 3.47% | +1.6% |
| Q1 2023 | $7,832,991 | +4.2% | 109,537 | -0.4% | 3.42% | -1.6% |
| Q4 2022 | $7,514,377 | +9.3% | 110,020 | +0.8% | 3.47% | -2.0% |
| Q3 2022 | $6,877,289 | -5.2% | 109,129 | -4.1% | 3.55% | -2.1% |
| Q2 2022 | $7,253,086 | -7.3% | 113,810 | +12.4% | 3.62% | +7.3% |
| Q1 2022 | $7,823,075 | -15.7% | 101,243 | -7.0% | 3.38% | -9.5% |
| Q4 2021 | $9,282,030 | – | 108,867 | – | 3.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |